Avoid Surprises on Your 2025 Tax Return

Get ahead of the curve—this informative session will walk you through the key tax changes for 2025 and how they could affect your bottom line. Whether you're planning withdrawals or estimating your liability, understanding these updates now can help you avoid an unexpected tax bill next year.

Topics include:

• Identifying and understanding taxable events

• 2025 standard deduction amounts, including the additional benefit for taxpayers age 65+

• Updates to itemized deductions

• Required Minimum Distributions (RMDs): strategies for 2025 withdrawals

• Tax credits set to expire

• How to estimate your year-to-date income and tax liability

• Rules and thresholds for estimated tax penalties

This is a lecture-style class—no computer skills required.